Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,701 | $77,896-70.9% | $134,172-83.1% | $82,448-72.5% |
| Participation rate | 91.8% | 62.8%+29.0pp | 72.5%+19.4pp | 68.1%+23.8pp |
| Annual return | 16.69% | 18.21%-1.5pp | 25.30%-8.6pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,957 | $2,159-9.4% | $3,420-42.8% | $2,551-23.3% |
| Participant deferral / active EE | $3,403 | $3,162+7.6% | $4,690-27.5% | $4,139-17.8% |
| Admin fee / account holder | $866 | $6,336-86.3% | $12,016-92.8% | $7,234-88.0% |